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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $44,951 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,520 | $31,741-13.3% | $56,077-50.9% | $199,921-86.2% |
| Participation rate | 8.8% | 32.3%-23.5pp | 52.5%-43.7pp | 72.0%-63.2pp |
| Annual return | 12.53% | 14.72%-2.2pp | 1709.28%-1696.7pp | 34.28%-21.8pp |
| Employer contribution / active EE | $180 | $508-64.5% | $1,040-82.7% | $3,035-94.1% |
| Participant deferral / active EE | $259 | $1,184-78.1% | $1,954-86.8% | $5,089-94.9% |
| Admin fee / account holder | $202 | $426-52.7% | $2,825-92.9% | $269-25.0% |